Dynamics Community Forum Thread Details

Print payment details on Posted Sales Invoice report in Business Central?

Hello everyone,

We have a client requirement related to Posted Sales Invoices and payment visibility.

Requirement

Once a customer payment is recorded and applied against a Posted Sales Invoice, the client wants the payment details to be printed on the Posted Sales Invoice report.

They would like the invoice printout to show payment-related information such as:

Payment document number / payment entry number
Payment date
Payment method
Amount paid
Remaining balance, if any
If the payment was made by check, then the check number
Any other relevant payment reference information

Business Scenario

For example, if a Posted Sales Invoice is created for $1,000 and the customer has already made payments against it, the printed invoice should show something like

Invoice Amount: $1,000.00
Payment Received: $500.00
Payment Date: 06/03/2026
Payment Method: Check
Check Number: 12345
Remaining Balance: $500.00

In some cases, there may be multiple payments applied to the same invoice, such as:

Payment 1: $100.00 - Prepayment - 05/20/2026
Payment 2: $500.00 - Check No. 12345 - 06/03/2026
Balance Due: $400.00

The client wants this information to be visible on the invoice document itself so that when the invoice is sent to the customer, the customer can clearly see what has already been paid and what balance is still due.

Question

Is there any standard way in Business Central UI/report setup to print applied payment details on the Posted Sales Invoice report?

Specifically:

Is there an existing field, setting, or report option that can show applied customer payment details on the posted sales invoice printout?
Can this be achieved through standard report layout customization only?
Or do we need to create/customize the Posted Sales Invoice report dataset to fetch payment details from Customer Ledger Entries / Detailed Customer Ledger Entries?

Any guidance on the standard approach or recommended customization approach would be helpful.

Thanks in advance!

Categories:

Dynamics 365 Business Central

Hi,

there is no standard option for this. The Posted Sales Invoice report is basically a snapshot of the invoice as it was posted, it does not look forward to payments applied later, so there is no field or setting that switch on applied payment lines. And layout customisation alone will not help, because the payment data is simply not in the report dataset to start with.

So your option 3 is the right direction. You extend the Posted Sales Invoice dataset to read the applications from the ledger. In practice you will probably need both Cust. Ledger Entry and Detailed Cust. Ledger Entry, not only one, because the pieces you want come from different places, the application link and amounts from the detailed entries, but payment method, document number, posting date and check or external reference often sit on the payment's Cust. Ledger Entry. So you follow the applied entries from the invoice to the payments and pull the fields from whichever side holds them.

One thing to flag to the client, payment can change after the invoice is printed, so the document is no longer a fixed snapshot, two prints can differ. Sometimes the standard Customer - Payment Receipt report fits this better. Worth a short talk before you build.

Hope this help. Best regards.

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Regards

Gregory Mavrogeorgis

Work: GMSOFT Limited
Blog: Inside Business Central
LinkedIn: www.linkedin.com/in/gregorymavrogeorgis

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